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YAGI, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 21%, Raises Record High Profit Forecast, Dividend Revised Upward by 36 Yen

Mon Feb 9, 2026 4:00 pm JST Earnings

7460 YAGI & CO.,LTD. 【J-GAAP】

Earnings Report

YAGI & CO.,LTD. <7460> [TSE Std] announced its financial results after the market closed on February 9th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 4.56 billion yen, an increase 59.2% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 21.1%, from the previous forecast of 3.80 billion yen to 4.60 billion yen (compared to 3.76 billion yen in the previous period), increasing the growth rate from 0.9% to 22.1%, further surpassing the previous forecast of record-high profits for two consecutive terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) is expected to increase 38.4%, from the previous forecast of 2.08 billion yen to 2.88 billion yen (compared to 2.68 billion yen in the same period of the previous year), turning to a 7.5% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has significantly increased its planned annual dividend for the current fiscal year from the original plan of 111 yen to 147 yen (compared to 90 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 59.5% from the same period last year, reaching 2.85 billion yen. The operating profit margin significantly improved from 7.3% in the same period last year to 10.8%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Dec, 2023 62,460 2,472 2,635 1,776 213.7 82.2 Feb 13, 2024 J-GAAP
Apr - Dec, 2024 61,643 2,720 2,868 1,953 233.6 76.2 Feb 7, 2025 J-GAAP
Apr - Dec, 2025 63,364 3,944 4,565 3,579 430.3 99.2 Feb 9, 2026 J-GAAP
YoY +2.8% +45.0% +59.2% +83.3% +84.2%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2025 Prev 50,459 2,221 2,086 975 120.1 61 Nov 10, 2025 J-GAAP
Oct - Mar, 2025 New 44,459 2,621 2,886 1,825 224.7 97 Feb 9, 2026 J-GAAP
Revision Rate -11.9% +18.0% +38.4% +87.2% +87.2%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 90,000 3,600 3,800 2,650 326.3 111 May 12, 2025 J-GAAP
Mar, 2026 New 84,000 4,000 4,600 3,500 431.0 147 Feb 9, 2026 J-GAAP
Revision Rate -6.7% +11.1% +21.1% +32.1% +32.1%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 44,073 2,482 2,685 1,911 228.5 90 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 44,459 2,621 2,886 1,825 224.7 97 Feb 9, 2026 J-GAAP
YoY +0.9% +5.6% +7.5% -4.5% -1.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 82,846 3,181 3,205 2,075 249.5 63 May 10, 2024 J-GAAP
Mar, 2025 83,376 3,572 3,766 2,625 313.9 90 May 12, 2025 J-GAAP
Mar, 2026 Guidance 84,000 4,000 4,600 3,500 431.0 147 Feb 9, 2026 J-GAAP
YoY +0.7% +12.0% +22.1% +33.3% +37.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 22,340 1,630 1,787 1,239 148.2 7.3 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 21,733 852 898 672 80.4 3.9 May 12, 2025 J-GAAP
Apr - Jun, 2025 19,717 762 1,003 639 76.3 3.9 Aug 4, 2025 J-GAAP
Jul - Sep, 2025 19,824 617 711 1,036 123.4 3.1 Nov 10, 2025 J-GAAP
Oct - Dec, 2025 23,823 2,565 2,851 1,904 228.9 10.8 Feb 9, 2026 J-GAAP
YoY +6.6% +57.4% +59.5% +53.7% +54.5%

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